Oct
22
ORC, MAIN, and GBDC Q3 2023 Updates by Scott Kennedy
32 min read
Michael VanLoon
Oct
20
CCI: Q3 2023 The Real Numbers Behind Guidance
7 min read
Oct
18
Chill Time For Agency Mortgage REITs & Fixed-Rate Preferreds
4 min read
Oct
18
PLD: Q3 2023 & The Global Industrial Outlook
6 min read
Oct
17
ELS Q3 2023 Earnings Update
4 min read
Oct
15
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 10/15/2023
9 min read
Oct
13
Trade Alert
3 min read
Oct
10
Preferred Share Ideas + Notes on Current Environment
14 min read
Oct
09
Portfolio Update - October: Those Huge Preferred Yields
11 min read
Oct
08
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 10/08/2023
10 min read
Oct
06
Trade Alert 2023-10-06
2 min read
Oct
05
PMT: Before The Market Catches On
20 min read
Oct
04
Trade Alert
4 min read
Oct
03
Net Lease Updates: Treasuries Driving Net Lease Lower
5 min read
Oct
01
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 10/01/2023
10 min read
Sep
27
Update on CIM-B: Floating Rate Confirmed, Target Updates, Alternatives
6 min read
Sep
24
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 09/24/2023
10 min read
Sep
22
Trade Alert
2 min read
Sep
21
WPC: Slam Dunk? Rejected.
7 min read
Sep
18
Tower REIT Notes from CCI’s Latest Conferences
6 min read
Sep
17
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 09/17/2023
8 min read
Sep
14
Update on CIM-B
7 min read
Sep
11
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 09/10/2023
7 min read
Sep
11
Trade Alert
4 min read
Sep
07
Portfolio Update - September: Market Stumbles, Alpha Improves
17 min read
Sep
06
Trade Alert
3 min read
Sep
04
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 09/03/2023
8 min read
Sep
01
Correction to Chart
1 min read
Sep
01
Preferred Share Risk Rating and Target Updates
10 min read
Aug
31
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 08/27/2023
7 min read
Aug
30
Full Details on NLY-F, AGNCN, IVR-B, IVR-C, CIM-B, TWO-A, TWO-B, TWO-C
6 min read
Aug
29
Preferred Share LIBOR Risk Updates: NLY-F, AGNCN, IVR-B, IVR-C, CIM-B, TWO-A, TWO-B, TWO-C
2 min read
Aug
28
Trade Alert
3 min read
Aug
27
Which Preferred Shares Are Safe From The LIBOR Stunt?
7 min read
Aug
25
How PennyMac Mortgage Tried to Screw Preferred Shareholders
8 min read
Aug
23
O: Q2 2023 Update for Realty Income
6 min read
Aug
21
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 08/20/2023
8 min read
Aug
18
Guide To The 100k Charts
9 min read
Aug
17
Trade Alert
6 min read
Aug
15
WPC: Q2 2023 Update & Some Net Lease Lessons
10 min read
Aug
14
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 08/13/2023
7 min read
Aug
10
Subscriber Preview: Another Article About Medical Property Trust's Dividend
5 min read
Aug
10
AVB: Q2 2023 Rent Keeps Running Higher
5 min read
Aug
07
ESS: Q2 2023 Guidance Up, Setting Up A Q3 Beat
4 min read
Aug
06
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 08/06/2023
8 min read
Aug
06
CPT: Q2 2023 Solid performance, As Expected
3 min read
Aug
03
Portfolio Update - August: A Wild Summer Already + Extra Preferred Share Commentary
15 min read
Jul
31
SBAC: Q2 2023. Back-to-Back 10s.
3 min read
Jul
30
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 07/30/2023
7 min read
Jul
30
AMT: Q2 2023 Beat And Raise
3 min read
